RIA Intel›Advisers›Oregon›COLLECTIVE WEALTH PLANNING, LLC

COLLECTIVE WEALTH PLANNING, LLC

Advisory

SALEM, OR

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$400K

across 90 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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EMPOWERING FINANCE, LLC

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BURNSIDE AND CO.

OREGON CITY, OR

$35M

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